MCCOLLUM CHRISTOFERSON GROUP, LLC

500 Corporate Parkway
Suite 210
Amherst, New York 14226-1263
Tel: (716) 854-5400

About MCCOLLUM CHRISTOFERSON GROUP, LLC

MCCOLLUM CHRISTOFERSON GROUP, LLC, formally registered with the SEC as MCCOLLUM CHRISTOFERSON GROUP, LLC. The firm was established in 08/19/2015. They have over 1 offices throughout the country.

MCCOLLUM CHRISTOFERSON GROUP, LLC is a Amherst, New York based Financial Planning firm with nearly $421,081,162 assets under management, offering retirement planning & investment advisory services to 710 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	268812
SEC#	801-106540
Assets Managed by Firm	$421,081,162
No. of Clients	710
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	710	$421,081,162
Individuals (other than high net worth individuals)	301	$146,404,632
High net worth individuals	75	$259,343,754
Pension and profit sharing plans	2	$2,037,235
Charitable organizations	8	$9,655,835
Corporations or other businesses	2	$3,639,706

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